Crux Wealth Advisors Incresed Positions in Q3 2025

Crux Wealth Advisors

  • $252 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
21.4K
+ 7.53%
$41.55 - $42.82 $888K - $916K
305K $13B
BKCI
Bny Mellon ETF Tr Concentrated
16.4K
+ 26.64%
$49.4 - $52.59 $808K - $860K
77.8K $4.01B
GOOG
Alphabet Inc.

Communication Services
320
+ 2.77%
$175.16 - $255.24 $56.1K - $81.7K
11.9K $2.89B
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.49K
+ 2.47%
$118.33 - $128.54 $177K - $192K
62K $7.96B
TSLA
Tesla, Inc.

Consumer Cyclical
559
+ 14.49%
$293.94 - $444.72 $164K - $249K
4.42K $1.96B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.6K
+ 17.35%
$87.05 - $93.19 $487K - $522K
37.9K $3.52B
OMC
Omnicom Group Inc.

Communication Services
6.76K
+ 108.97%
$70.41 - $81.53 $476K - $551K
13K $1.06B
AMZN
Amazon Com Inc

Consumer Cyclical
2.39K
+ 10.37%
$211.65 - $238.24 $505K - $568K
25.4K $5.57B
MSFT
Microsoft Corp

Technology
317
+ 2.15%
$491.09 - $535.64 $156K - $170K
15.1K $7.81B
SCHW
Schwab Charles Corp

Financial Services
3.24K
+ 10.32%
$91.03 - $98.69 $295K - $320K
34.7K $3.31B
BKIE
Bny Mellon ETF Tr Internationa

ETFs
4.14K
+ 27.31%
$83.41 - $89.78 $345K - $371K
19.3K $1.73B
AVGO
Broadcom Inc.

Technology
64
+ 0.9%
$264.74 - $369.57 $16.9K - $23.7K
7.15K $2.36B
IQV
Iqvia Holdings Inc.

Healthcare
612
+ 8.01%
$157.68 - $200.82 $96.5K - $123K
8.26K $1.57B
AMAT
Applied Materials Inc

Technology
966
+ 12.84%
$156.25 - $204.95 $151K - $198K
8.49K $1.74B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 0.53%
$567.77 - $614.76 $22.7K - $24.6K
7.6K $4.65B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
346
+ 3.54%
$459.11 - $506.91 $159K - $175K
10.1K $5.08B
GD
General Dynamics Corp

Industrials
413
+ 10.91%
$293.92 - $341.0 $121K - $141K
4.2K $1.43B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.05K
+ 1.77%
$39.06 - $43.42 $40.9K - $45.5K
60.3K $2.62B
BDX
Becton Dickinson & CO

Healthcare
1.17K
+ 23.11%
$172.41 - $199.66 $202K - $234K
6.25K $1.17B
GLD
Spdr Gold Trust

ETFs
511
+ 23.23%
$300.96 - $355.47 $154K - $182K
2.71K $964M
BK
Bank Of New York Mellon Corp

Financial Services
711
+ 6.2%
$90.65 - $109.75 $64.5K - $78K
12.2K $1.33B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
356
+ 1.03%
$92.97 - $100.18 $33.1K - $35.7K
34.8K $3.46B
XLK
Technology Sector Spdr

ETFs
612
+ 47.19%
$250.97 - $282.66 $154K - $173K
1.91K $538M
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
1.7K
+ 12.82%
$66.11 - $73.81 $112K - $125K
15K $1.1B
COP
Conocophillips

Energy
1.57K
+ 13.23%
$91.0 - $98.99 $142K - $155K
13.4K $1.27B
WFC
Wells Fargo & Company

Financial Services
1.4K
+ 6.17%
$77.05 - $85.16 $108K - $119K
24.1K $2.02B
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
3.45K
+ 7.5%
$47.83 - $48.77 $165K - $168K
49.4K $2.41B
MDT
Medtronic PLC

Healthcare
667
+ 4.43%
$87.67 - $95.74 $58.5K - $63.9K
15.7K $1.5B
META
Meta Platforms, Inc.

Communication Services
285
+ 3.89%
$695.21 - $791.73 $198K - $226K
7.61K $5.59B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.03K
+ 4.79%
$46.86 - $48.27 $142K - $146K
66.4K $3.19B
XLF
Financial Sector Spdr

ETFs
3.07K
+ 70.76%
$51.37 - $54.25 $158K - $167K
7.41K $399M
CMCSA
Comcast Corp

Communication Services
10.1K
+ 27.32%
$31.41 - $36.33 $317K - $367K
47K $1.48B
NVS
Novartis Ag

Healthcare
629
+ 6.2%
$113.5 - $129.73 $71.4K - $81.6K
10.8K $1.38B
MCK
Mckesson Corp

Healthcare
108
+ 8.26%
$659.01 - $772.54 $71.2K - $83.4K
1.42K $1.09B
XOM
Exxon Mobil Corp

Energy
532
+ 3.78%
$105.83 - $117.22 $56.3K - $62.4K
14.6K $1.65B
Innovator Etfs Trust
3.69K
+ 18.15%
N/A
24K $689M
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
684
+ 13.16%
$99.32 - $111.47 $67.9K - $76.2K
5.88K $648M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.46K
+ 11.72%
$86.07 - $90.74 $125K - $132K
13.9K $1.24B
MA
Mastercard Inc

Financial Services
179
+ 7.61%
$550.18 - $598.96 $98.5K - $107K
2.53K $1.44B
ADI
Analog Devices Inc

Technology
274
+ 4.45%
$220.68 - $255.63 $60.5K - $70K
6.44K $1.58B
QQQ
Invesco Qqq Trust, Series 1

ETFs
96
+ 8.72%
$546.99 - $602.2 $52.5K - $57.8K
1.2K $718M
UNH
Unitedhealth Group Inc

Healthcare
114
+ 5.69%
$237.77 - $353.61 $27.1K - $40.3K
2.12K $731M
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
681
+ 13.39%
$102.72 - $110.12 $70K - $75K
5.77K $626M
RTX
Raytheon Technologies Corp

Industrials
233
+ 7.53%
$144.19 - $167.33 $33.6K - $39K
3.33K $557M
IVV
Ishares Core S&P 500 ETF

ETFs
17
+ 0.92%
$620.67 - $670.08 $10.6K - $11.4K
1.86K $1.25B
VIG
Vanguard Dividend Appreciation

ETFs
112
+ 1.7%
N/A
6.69K $1.44B
QCOM
Qualcomm Inc

Technology
284
+ 5.8%
$145.84 - $173.55 $41.4K - $49.3K
5.18K $862M
UL
Unilever PLC

Consumer Defensive
1.87K
+ 9.6%
$58.43 - $65.01 $109K - $122K
21.4K $1.27B
ADSK
Autodesk, Inc.

Technology
147
+ 5.9%
N/A
2.64K $838M
Activity Summary
Buys All Purchases 101 New Holdings 6 Increased Positions 95 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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